Here is a rough comparison of most of the hard rock miners who have published feasibility studies.
If someone could please explain to me why SYA has such a low EV, I'm all ears.
Bear in mind TAW and KDR only own 50%
Nemaska was hard to use as a lot of the info is based on downstream as well.
I didn't include GXY or MIN as they both are too difficult to strip out the value of their hard rock li.
I also didn't include BGS or AVZ which some may feel is unfair, but I personally feel the sovereign risk means it isn't really comparing apples with apples.
I'd be very interested in anyones thoughts (peer review)
@binwood @blueskymine @PirateBooty @El Jefe @blastfurnace
The main point of this exercise for me is to try to understand why SYA, with similar board to AJM is so 'undervalued'
disc: I also own AJM AVZ and PLS.
Peer comparison
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